Legal Assistant (Estate Planning Service Specialist) - Remote

Overview

The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process. The ideal candidate should be organized, resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

In Short

• Draft correspondence to wealth management teams and clients.
• Follow best practices for client and advisor interaction.
• Perform general administrative tasks as needed.
• Act as a primary point of contact for clients.
• Manage correspondence and calendar for estate planning strategists.
• Maintain estate planning documents and reviews.
• Prepare and finalize notes for meetings.
• Support the estate planning team in a fast-paced environment.
• Ensure confidentiality in all matters.
• Work under pressure to meet deadlines.

Requirements

• High school diploma or equivalent.
• Experience in a legal setting preferred.
• Outstanding communication and organizational skills.
• Proficiency with MS Word, Excel, Adobe, and Outlook.
• Ability to prioritize and multi-task.
• Self-starter attitude and strong work ethic.
• Ability to maintain confidentiality.
• Positive attitude and team player.

Benefits

• Company Paid Basic Life & AD&D Insurance.
• Company Paid Short-Term and Long-Term Disability Insurance.
• Health Savings Account with company contributions.
• Generous paid time off program.
• 401(k) Retirement Plan with matching.
• Paid Parental Leave and Adoption Assistance.
• Employee Assistance Plan.
• Comprehensive medical, dental, and vision plans.
• Flexible working arrangements.
• Pet Insurance and personalized financial planning.